HI I’m Dave Shepherd with Shepherd Wealth & Retirement. First, Happy New Year! Can you believe it’s been 20 years since 2000 and Y2K? It is amazing how fast time passes when you’re having fun, or busy as we all are. Second, I wanted to give you some updates on our firm, the markets and […]
About Dave Shepherd, ChFC, CFP®Dave is the founder of Shepherd Wealth & Retirement in Tucson, Arizona. Dave is a Chartered Financial Consultant (ChFC) and Certified Financial Planner™ practitioner (CFP®). Have a financial question? Click Here to contact Dave Shepherd.
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having a concrete vision of your ideal future down the road—years or even decades from now—and taking specific, carefully considered action steps at every stage along the way to maximize your […]
About Our Firm
Shepherd Wealth & Retirement is a wealth management firm led by a father and son team based in Tucson, Arizona. We specialize in serving the needs of families who are focused on preserving and growing their wealth through life’s many turning points.
- The Value of a Proactive Investment Strategy March 6, 2013
- Can A Simple Habit Make You Wealthy? February 21, 2013
- An Ounce of Prevention January 15, 2013
- My Journey Toward Achieving the Chartered Financial Analyst® (CFA®) Charter January 25, 2013
- Understanding Market Tops and Cycles February 14, 2013
- Happy New Year! January 8, 2020
- How Playing the Long Game Could Help Build Wealth and Success September 26, 2019
- Benefits of Upcoming Changes September 12, 2019
- Personal Story and Important Updates September 5, 2019
- August 2019 Market Update August 27, 2019